Tax & Financial Solutions is a local firm in Gresham, Oregon, providing comprehensive tax and financial services to individuals, families, and small businesses. Founded in 1969 as B-M Income Tax and Bookkeeping Service by Adolfo and Madeline Bardi, the firm has grown into Tax and Financial Solutions, Inc.
The team offers tax planning and preparation, financial planning, retirement and college planning, estate planning, investment management, bookkeeping, payroll, and business support. The firm is part of Avantax, a community within Cetera Wealth Services LLC, and operates from a 5,500 square foot environmentally friendly building. They prepare over 2,000 individual and entity tax returns annually and employ 14 full-time and seasonal staff.
Tax-intelligent approach to all financial decisions
Multi-generational family-owned business since 1969
Part of Avantax network within Cetera Wealth Services
Personal, local service with a focus on long-term client relationships
Over 2,000 individual and entity tax returns prepared annually
Environmentally friendly office building
Services
Tax Planning & Preparation
Expert tax professionals provide detailed understanding of the latest tax codes to help you plan throughout the year, not just at tax time. Services include individual and business tax returns, gift and estate tax returns, and trust taxation.
Guidance to help you understand and define financial goals regarding retirement, college planning, estate planning, and personal investments, including protection for disability, long-term care, or death.
Bookkeeping and payroll services for small business owners, including investment opportunities for employers and employees, tailored to meet unique business needs.
BookkeepingPayroll servicesEmployee benefitsCustom business packages
Avantax Intelligent Planning
A holistic, tax-intelligent approach to financial planning covering tax-focused investment strategies, retirement planning, family risk management, business planning, legacy planning, education planning, and cash flow management.
"She is very professional and always a joy to work with."
Frequently Asked Questions
What services does Tax & Financial Solutions offer? +
Services include tax planning and preparation, financial planning, investment strategies, bookkeeping, payroll, business support, retirement planning, college planning, estate planning, and insurance products.
Is Tax & Financial Solutions part of a larger network? +
Yes, the firm is part of Avantax, a community within Cetera Wealth Services LLC, which provides support to over 3,000 financial professionals and approximately $107 billion in assets under administration across all 50 states.
How long has Tax & Financial Solutions been in business? +
The firm was founded in 1969 as B-M Income Tax and Bookkeeping Service by Adolfo and Madeline Bardi, making it over 50 years old.
What is Avantax's approach to financial planning? +
Avantax believes all financial decisions are tax decisions and uses a tax-intelligent approach to combine tax-focused decisions with wealth management strategies for optimal financial outcomes.
Where is Tax & Financial Solutions located? +
The firm is located at 151 Southeast 223rd Avenue, Gresham, OR 97030.
Can I schedule an appointment with a tax professional? +
Yes, you can schedule an appointment by calling (503) 666-7909 or using the online appointment form on the website.
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